NVS icon

Novartis
NVS

Overview Fund Activity

925 hedge funds and large institutions have $21.4B invested in Novartis in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 335 increasing their positions, 349 reducing their positions, and 53 closing their positions.

Holders
925
Holders Change
-18
Holders Change %
-1.91%
% of All Funds
25.85%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
1.65%
New
43
Increased
335
Reduced
349
Closed
53
Calls
$69.6M
Puts
$71M
Net Calls
-$1.35M
Net Calls Change
-$46.3M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$648M
2
State Street
2
State Street
Massachusetts
$308M
3
Bank of America
3
Bank of America
North Carolina
$519M
4
IC
4
Institutional Capital
Illinois
$353M
5
MNA
5
Manning & Napier Advisors
New York
$256M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$130M
2
Dodge & Cox
2
Dodge & Cox
California
$4.2B
3
Primecap Management
3
Primecap Management
California
$1.91B
4
BG
4
Bahl & Gaynor
Ohio
$79.1M
5
Northern Trust
5
Northern Trust
Illinois
$326M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
26
WHV Investments
California
$153M 1,789,479 -231,060 -11%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$150M 1,816,138 -9,601 -0.5%
SI
28
Scharf Investments
California
$147M 1,787,541 -56,370 -3%
SCCM
29
Schafer Cullen Capital Management
New York
$143M 1,738,436 -24,388 -1%
Fayez Sarofim & Co
30
Fayez Sarofim & Co
Texas
$139M 1,682,832 +91,711 +6%
Capital International Investors
31
Capital International Investors
California
$135M 1,633,824 – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
$130M 1,574,328 -4,471,488 -74%
USSCPF
33
United States Steel & Carnegie Pension Fund
New York
$127M 1,542,247 – –
Ameriprise
34
Ameriprise
Minnesota
$123M 1,496,938 -412,005 -22%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$123M 1,488,320 +1,364,779 +1,105%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$118M 1,427,097 -267,847 -16%
T
37
Thomaspartners
Massachusetts
$114M 1,381,292 +17,328 +1%
RFS
38
Rockefeller Financial Services
New York
$107M 1,301,378 +23,937 +2%
SCM
39
Sterling Capital Management
North Carolina
$107M 1,296,187 -29,761 -2%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$106M 1,286,313 -2,582 -0.2%
SC
41
Saturna Capital
Washington
$99.3M 1,205,566 – –
USAA
42
United Services Automobile Association
Texas
$97.4M 1,182,747 -172,838 -13%
FWIA
43
Fort Washington Investment Advisors
Ohio
$97.4M 1,182,666 +18,745 +2%
PPA
44
Parametric Portfolio Associates
Washington
$96.2M 1,167,684 +58,364 +5%
MHI
45
Miller Howard Investments
New York
$88.5M 1,074,702 -32,294 -3%
Capital World Investors
46
Capital World Investors
California
$85.9M 1,042,344 – –
Goldman Sachs
47
Goldman Sachs
New York
$83.1M 1,009,308 +117,607 +13%
JWBC
48
John W. Bristol & Co
New York
$81.3M 986,787 -165,376 -14%
CI
49
Cambiar Investors
Colorado
$80.1M 972,328 -571,379 -37%
BG
50
Bahl & Gaynor
Ohio
$79.1M 960,814 -954,755 -50%
1
2
3 4 5